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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,229 | $76,551-59.2% | $123,894-74.8% | $62,881-50.3% |
| Participation rate | 75.9% | 73.0%+2.9pp | 81.4%-5.5pp | 69.3%+6.6pp |
| Annual return | 7.46% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,834 | $2,882-36.4% | $4,617-60.3% | $2,281-19.6% |
| Participant deferral / active EE | $3,233 | $4,840-33.2% | $5,984-46.0% | $3,203+1.0% |
| Admin fee / account holder | $1,073 | $4,826-77.8% | $8,357-87.2% | $4,296-75.0% |